Show notes
In 1992, the bears called Fastenal "optically expensive" at 39x earnings. They were wrong. Today, we look at how persistent ROIC (Return on Invested Capital) allows elite companies to defy market expectations and "beat the fade." Learn why buying quality at a premium is a lapse in timing, but buying junk at a discount is a lapse in judgment. Featuring the four-point quality checklist used by the pros.
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Flyover Stocks is an educational podcast hosted by Todd Wenning.
Todd is the founder of KNA Capital, an investment…
Website: podcasters.spotify.com